While 2018 saw a slight downturn in wealth management merger and acquisition activity, the market was still quite robust.
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Technology solutions for the commercial real estate industry have been around for decades. The first wave of PropTech (property technology) appeared in the mid 1980’s, offering property management companies basic general ledger accounting programs to post rent receipts and pay bills.
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Data errors and human capital issues, such as these, can expose a firm to financial penalties, affect its reputation in the market and severely influence its ability to service clients.
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LourdMurray prides itself on delivering sophisticated expertise to accomplished clients that have complex financial and professional lives. The firm acts as life-long advisors, bringing its clients comprehensive solutions ranging from investments and insurance to education, retirement, and wealth planning.
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Looking ahead to 2019, there are so many looming variables that without a crystal ball the best prediction is unpredictability.
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